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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-06-30 |
| OK | RA | APPROVED | 2005-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 05/2005 | Present |
| Bank Of America, N.A. | Tulsa | OK | 04/2011 | Present |
I*20984 ENTITY TYPE: SCHOOL, COLLEGE, UNIVERSITY NAME OF OUTSIDE BUSINESS ORGANIZATION: OKLAHOMA STATE UNIVERSITY INVESTMENT RELATED: NO ADDRESS OF BUSINESS: TULSA, OKLAHOMA 74106 POSITION, TITLE, ASSOCIATION: ADJUNCT PROFESSOR START DATE OF RELATIONSHIP: 1/14/2008 NUMBER OF HOURS DEVOTED: 20 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEACHING A PROFESSIONAL SELLING COURSE ADJUNCT PROFESSOR I*3149269 Entity Type: Charitable Name of OBA: Tulsa Tough Inc. Address: Tulsa, Oklahoma, 74120 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: Board of Trustees to support the annual Tulsa Tough event. I will be part of the overseeing governance board for the event.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-20 |
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